Wealth Planning Associate - Hybrid, Growth Path

Northwestern Mutual; Denver (CO); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid schedule with one remote work‑d

Annual bonus

401(k) plan

Medical insurance

Job summary

Northwestern Mutual in Denver, CO, is seeking a Wealth Management Associate to support senior advisors in delivering client service and comprehensive financial planning solutions. The role acts as a planning and operational partner, helping manage client servicing activities, investment paperwork, and planning preparation.

You will gain hands-on exposure to wealth management, with a clear development path within the firm and opportunities to contribute to a growing team while developing

Qualifications

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple responsibilities and meet deadlines.

Responsibilities

• Prepare and maintain accurate client records and case notes.
• Manage client follow-up communications and service requests.
• Coordinate and monitor insurance underwriting requirements.
• Assist with investment account paperwork, documentation, and trade-related activities.
• Support advisors with meeting preparation, documentation, and follow-up activities.
• Assist in gathering financial information and preparing planning materials.
• Participate in the financial planning process through research, analysis, and plan preparation.
• Work collaboratively with advisors and operations staff to ensure a high level of service.

Skills

Organizational skills

Written communication

Verbal communication

Multitasking / prioritization

Education

Bachelor's degree in Finance/Financial Planning/Business/Economics

Job description

Northwestern Mutual in Denver, CO, is seeking a Wealth Management Associate to support senior advisors in delivering client service and comprehensive financial planning solutions. The role acts as a planning and operational partner, helping manage client servicing activities, investment paperwork, and planning preparation.

You will gain hands-on exposure to wealth management, with a clear development path within the firm and opportunities to contribute to a growing team while developing